Ropes Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

Ropes Wealth Advisors’s Portfolio EPAC Stock Details EPAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-223	Closed	-$6K	–	642
2017 Q4	$6K	Hold	223	–	–	﹤0.01%	587
2017 Q3	$6K	Buy	+223	New	+$5.46K	﹤0.01%	565

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ropes Wealth Advisors's EPAC Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2018, closing a stake of 223 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in EPAC in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 162 funds tracked by Wall St. Rank hold EPAC as of Q1 2018.

Ropes Wealth Advisors reported no remaining Enerpac Tool Group position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 223 Enerpac Tool Group shares in Q1 2018, an estimated $6K.
Ropes Wealth Advisors first reported a position in Enerpac Tool Group in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Enerpac Tool Group position peaked at $6K in Q4 2017.
162 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.